INPFX vs. CAPAX
Compare and contrast key facts about American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and Federated Hermes Capital Income Fund (CAPAX).
INPFX is managed by American Funds. It was launched on May 18, 2012. CAPAX is managed by Federated. It was launched on May 26, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INPFX or CAPAX.
Key characteristics
| INPFX | CAPAX | |
|---|---|---|
| YTD Return | 11.28% | 11.50% |
| 1Y Return | 20.32% | 20.90% |
| 3Y Return (Ann) | 4.03% | 2.45% |
| 5Y Return (Ann) | 6.40% | 5.90% |
| 10Y Return (Ann) | 5.93% | 4.25% |
| Sharpe Ratio | 3.33 | 3.36 |
| Sortino Ratio | 4.88 | 4.90 |
| Omega Ratio | 1.67 | 1.69 |
| Calmar Ratio | 2.55 | 1.79 |
| Martin Ratio | 22.36 | 22.20 |
| Ulcer Index | 0.88% | 0.90% |
| Daily Std Dev | 5.92% | 5.94% |
| Max Drawdown | -21.31% | -59.17% |
| Current Drawdown | -0.15% | 0.00% |
Correlation
The correlation between INPFX and CAPAX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
INPFX vs. CAPAX - Performance Comparison
The year-to-date returns for both investments are quite close, with INPFX having a 11.28% return and CAPAX slightly higher at 11.50%. Over the past 10 years, INPFX has outperformed CAPAX with an annualized return of 5.93%, while CAPAX has yielded a comparatively lower 4.25% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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INPFX vs. CAPAX - Expense Ratio Comparison
INPFX has a 0.66% expense ratio, which is lower than CAPAX's 0.88% expense ratio.
Risk-Adjusted Performance
INPFX vs. CAPAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) and Federated Hermes Capital Income Fund (CAPAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
INPFX vs. CAPAX - Dividend Comparison
INPFX's dividend yield for the trailing twelve months is around 3.72%, more than CAPAX's 3.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 3.72% | 3.86% | 3.37% | 2.59% | 3.48% | 3.24% | 3.32% | 2.81% | 3.11% | 3.39% | 4.63% | 3.71% |
CAPAX Federated Hermes Capital Income Fund | 3.15% | 3.37% | 3.69% | 3.31% | 3.45% | 3.64% | 4.43% | 3.91% | 4.23% | 5.54% | 6.10% | 5.20% |
Drawdowns
INPFX vs. CAPAX - Drawdown Comparison
The maximum INPFX drawdown since its inception was -21.31%, smaller than the maximum CAPAX drawdown of -59.17%. Use the drawdown chart below to compare losses from any high point for INPFX and CAPAX. For additional features, visit the drawdowns tool.
Volatility
INPFX vs. CAPAX - Volatility Comparison
The current volatility for American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) is 1.48%, while Federated Hermes Capital Income Fund (CAPAX) has a volatility of 1.72%. This indicates that INPFX experiences smaller price fluctuations and is considered to be less risky than CAPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.